Salesforce Sales Cloud Reviews - Page 7

We use this program to process orders as well as maintain the customer database. In addition, this program exports data to a separate shipping system to complete order flow. The order and customer management aspects are helpful for quick and speedy updates. From a customer service standpoint, we’re needing the ability to track and edit customer profile details, such as resetting the account password, or updating an address, or checking on loyalty program data. From an order perspective, this helps track more details on how an order was placed, discounts used, and more, allowing us to better troubleshoot order or system issues and deploy remedies more quickly.

The UI is great, although sometimes the search system can be a bit finicky. This isn’t quite boolean, so unless you know what you’re looking for, you could struggle to locate it. Fortunately, we use several systems that provide the key details in the event that a broader search is needed. However, the number of parameters you can search for in SF is great, so I find this con is rarely affecting performance.

Salesforce has all of the bells and whistles when it comes to a Customer Relationship Management platform, and it integrates with most of the complementary software tools on the market. So if you can dream of an interactive way to manage your customers with some of the other tools you already love, Salesforce is probably the CRM for you.

But, because it has so much to offer, Salesforce can sometimes be overwhelming to use. I would definitely recommend having a consultant or training company help you implement the best configuration of Salesforce for your company and its particular sales environment, or you'll find yourself with a shiny new tool that no one uses. Adoption is definitely a challenge if you don't train your employees on how to use it and how it will benefit them.